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RCRTech engages industry communities through research-driven content, conversations, and connections. Building on 40+ years of RCR Wireless News excellence, RCRTech delivers trusted insights informing and connecting technology buyers with innovators shaping connectivity and compute.
RCRTech engages industry communities through research-driven content, conversations, and connections. Building on 40+ years of RCR Wireless News excellence, RCRTech delivers trusted insights informing and connecting technology buyers with innovators shaping connectivity and compute.
Susana SchwartzConsortium of heavyweight investors includes Nvidia, Microsoft, Temasek, MGX, xAI, and Kuwait Investment Authority In sum – what to know: Largest deal of its kind. BlackRock says $40 billion is the starting point to what it believes can turn into $80 billion to $100 billion in capital raised. Major capital backing. Investing are heavyweights like xAI, MGX, Kuwait Investment Authority, …
Juan Pedro TomásMacquarie noted that the transaction values Aligned at approximately $40 billion In sum – what to know: Record $40B transaction – The sale of Aligned Data Centers marks the largest-ever global data center deal, highlighting the sector’s continued surge in strategic value. From 85 MW to 5 GW – Under Macquarie’s ownership, Aligned expanded from two sites to a 50-facility …
Revenues from neoclouds surpassed $5 billion in the second quarter of 2025, according to new data from Synergy Research Group In sum – what to know: Neoclouds surpass $5B in Q2 – Revenues from AI-focused cloud providers surged 205% year over year, signaling accelerating demand for GPU-centric capacity. Market to reach $180B by 2030 – Synergy projects 69% compound annual …
The Hague’s intervention with the China-based company signals that Western governments may become more protective of supply chains, intellectual property and national security In sum – what to know: Protective stance – The Dutch government invoked the Goods Availability Act to take over Chinese-owned Nexperia, a highly exceptional move galvanized by Amsterdam’s concerns about national and economic security. Change in …
Sean Kinney One stop at a time Author’s note: I’m one of those AuDHD people you encounter in tech, media and tech media. CES and Las Vegas are exhausting, but I wanted to get this written while still having some fun. So, I landed on a format where I write a section, have a drink, take the monorail one stop, then repeat. …
Christian de LooperYou don’t have to own the hardware for AI. But should you? Every organization building with AI eventually has to decide whether to own the hardware or rent it. This isn’t necessarily always a financial calculation. It touches data security, talent pipelines, hardware obsolescence, and the fundamentally unpredictable nature of AI workloads. A startup spinning up its first large language …
Will open-source chips democratize the industry? In the early 1990s, a Finnish student named Linus Torvalds released a free operating system kernel called Linux. This new operating system, together with projects like Apache, proved that collaborative, open-source development could produce software that competes with and surpasses propriety alternatives. These days, Linux runs on everything from smartphones to supercomputers, and open-source …
Non-exclusive agreement transfers key talent and technology while Groq remains independent In sum – what we know: Nvidia and chip startup Groq have announced a non-exclusive licensing agreement reportedly worth around $20 billion. The announcement turned heads immediately — not just because of the price tag, which clocks in at nearly three times Groq’s $6.9 billion valuation from just months earlier, but …
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